Our mission is to help advisors live their best business life.
We help elite advisors find the right place for their business and their clients, whether it’s at a Wirehouse, Regional firm, or Boutique independent. We’ve transitioned more than a quarter of a trillion dollars in assets under management in the past decade.
But we’re far more than just recruiters. We’re future-proofers, business coaches, and career sherpas who meet advisors where they are, years before they’re ready to move. We educate advisors on the latest trends, help them evaluate economic models, understand their enterprise value, and create a personal roadmap of options they might never have considered otherwise.
And unlike most recruiters, our business is built on relationships, not transactions. Making a move is a big deal and we would never sell you into a move. We offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are.
Found this to be a thoughtful and insightful conversation about how the FTC's non-compete rule might ultimately impact financial advisors and their transitions. Time will tell!
Awesome content! Love your video energy! ❤and entrepreneurial insights, I would love to contact you in the near future to do an interview and see how we can both profit from this entrepreneurship. Thank you. Dan Belsky
I stumbled across this podcast and Barry Sommers happen to be on from Wells Fargo. never heard Mindy Diamond podcast before but really enjoyed it. Barry Sommers seems to have a wealth of knowledge in the financial area. I’m gonna take a look at Wells Fargo and see how I can invest or put my money to work for me. Great intervie 11:00 w.
Mindy, I was blown away with the sheer number of podcasts you have posted on LinkedIn. I appears to be over 200. It's a fantastic collection of ideas and frankly, I'd surprised you don't have more subscribers and comments. Likely there are a lot of lurkers that are contemplating a move and don't want to be in the limelight. I appreciate the work your team does.